Aaron Blau, EA, CPA

About Aaron Blau, EA, CPA

Aaron is a native to Tempe, Arizona. Aaron followed his father’s footsteps and fell in love with accounting and the study of taxation. Graduating from Arizona State University with a Bachelor of Science in Business Management with emphases on Small Business and Entrepreneurship (Class of 2001), he uses his education to help small business owners better understand their financial and tax picture. Aaron is one of the youngest applicants to pass the Special Enrollment exam, administered by the U.S. Treasury Department, and received his license to practice as a Certified Public Accountant in the state of Arizona. Aaron, having completed a three year course of study, is also a Fellow of the prestigious National Tax Practice Institute.

“Stress Free or Stressful” Business Transition to New Owners – It’s a Choice

Blueberry Trailers was established by Jack Jones in 1970.  Since its humble beginnings as a husband-and-wife-based business, the company has grown to manage 30 team members across two factories and build approximately 50 custom trailers per year. That said, along the way it has had its struggles. In 2012, Jack suffered a non-fatal heart attack and it suddenly became his children’s responsibility to keep the business alive while their father recovered in the hospital.  The transition in management wasn’t easy.  Dave and Peter were forced to step into their roles at a young age.  They had no training or knowledge [...]

2017-03-06T09:19:06+00:00 March 6th, 2017|General Consulting|Comments Off on “Stress Free or Stressful” Business Transition to New Owners – It’s a Choice

Plan for Future Business Success

Jeff Immelt, the CEO of General Electric, once said that he has only two items in his job description:  One is to retire with the value of the company exceeding that when he took over and the other is to find a successor. Succession planning acknowledges that your team members will not be with a business indefinitely. It provides a plan and process for addressing the changes that will occur when they leave. You often hear of public companies ‘grooming a successor’ for the CEO position or other lead roles, where the purpose is to create leadership continuity so [...]

2017-03-06T09:08:16+00:00 March 6th, 2017|General Consulting|Comments Off on Plan for Future Business Success

How to Improve Your Sales Conversion Rates

Leads slip away unless you have a response to fight common objections (timing, pricing, etc.)Capture & Document objectionsCreate a script to respond to common objections with a standardized responseShare the responses with your team & practice the responseClose more business!Follow these 4 easy steps, and you will see your revenues increase!

2017-03-06T08:58:36+00:00 March 6th, 2017|General Consulting|Comments Off on How to Improve Your Sales Conversion Rates

Traditional Effective Low Cost Small Business Marketing

Traditional Effective Low Cost Small Business Marketing This case study demonstrates how Hair Salon owners worked with their Accountant to create an effective low-cost marketing campaign which targeted lapsed and new customers to increase sales.  The campaign was traditional but effective.   About The Client A Client runs a small funky hair salon in New York.  They decided it was time to move to larger premises with more passing foot traffic, but they knew they had to grow their existing strong and loyal client base first.   Solution To achieve this goal, a project was completed with the following objectives: [...]

2017-02-05T11:56:30+00:00 February 5th, 2017|Business Tax, General Consulting|Comments Off on Traditional Effective Low Cost Small Business Marketing

Avoid Changing Horses in Midstream

It’s rare that Accountants are spoken of as examples of great marketing. So please indulge us as we share with you a wonderful campaign run by the Institute of Chartered Accountants in England and Wales back in 1995. So proud were the Institute of their campaign that they bought serious billboard space in London. On the billboard was written in huge writing: "It’s easier to sleep with a Chartered Accountant." Talk about impact. The number of letters this campaign generated to the national press in England was amazing. It probably even turned up in comedians’ lines, [...]

2017-02-05T11:54:01+00:00 February 5th, 2017|Business Tax, General Consulting|Comments Off on Avoid Changing Horses in Midstream

Filing due dates for certain tax and information returns changed

On July 31, 2015, President Obama signed into law P.L. 114-41, the "Surface Transportation and Veterans Health Care Choice Improvement Act of 2015." Although this new law was primarily designed as a 3-month stopgap extension of the Highway Trust Fund and related measures, it includes a number of important tax provisions, including revised due dates for partnership and C corporation returns and revised extended due dates for some returns. This letter provides an overview of these provisions, which may have an impact on you, your family, or your business. Revised Due Dates for Partnership and C Corporation Returns [...]

2016-12-28T09:59:34+00:00 December 27th, 2016|Business Tax|Comments Off on Filing due dates for certain tax and information returns changed

Changes to Child Tax Credit – American Opportunity Tax Credit – Earned Income Tax Credit

Over the past few years, the use of refundable tax credits has increased.  Due to the significant potential - and actual - fraud, Congress has required the Internal Revenue Service to put into places certain measures to combat fraud, which costs the Federal Government over $10 billion dollars per year. For more information on reforming these tax credits, click here. Accelerated Form Filing Dates Worker payment reports (Forms W-2 and 1099) must be filed with the federal government by January 31.  The prior law required forms to be given to workers by January 31, but the filing copies were due at a [...]

2016-12-23T09:54:18+00:00 December 23rd, 2016|Personal Tax|Comments Off on Changes to Child Tax Credit – American Opportunity Tax Credit – Earned Income Tax Credit

Year-End Planning for 2016

As the end of the year approaches, it is a good time to think of planning moves that will help lower your tax bill for this year and possibly the next. Factors that compound the planning challenge this year include turbulence in the stock market, overall economic uncertainty, and Congress's all too familiar failure to act on a number of important tax breaks that will expire at the end of 2016. Some of these expiring tax breaks will likely be extended, but perhaps not all, and as in the past, Congress may not decide the fate of these tax [...]

2016-12-06T22:26:34+00:00 December 6th, 2016|Business Tax, Personal Tax|Comments Off on Year-End Planning for 2016